Murphy Capital Management’s iShares US Technology ETF IYW Stock Holding History

Murphy Capital Management’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.96M	Sell	24,564 -1,185	-5%	-$105K	0.27%	80
2022 Q1	$2.65M	Sell	25,749 -840	-3%	-$85.8K	0.31%	73
2021 Q4	$3.05M	Sell	26,589 -70	-0.3%	-$7.77K	0.33%	64
2021 Q3	$2.7M	Sell	26,659 -470	-2%	-$49K	0.32%	68
2021 Q2	$2.7M	Sell	27,129 -687	-2%	-$64.1K	0.31%	71
2021 Q1	$2.44M	Sell	27,816 -550	-2%	-$48.2K	0.31%	74
2020 Q4	$2.41M	Buy	28,366 +470	+2%	+$37.6K	0.32%	69
2020 Q3	$2.1M	Sell	27,896 -2,180	-7%	-$159K	0.3%	75
2020 Q2	$2.03M	Sell	30,076 -460	-2%	-$27.8K	0.32%	72
2020 Q1	$1.56M	Sell	30,536 -2,060	-6%	-$119K	0.3%	81
2019 Q4	$1.9M	Sell	32,596 -2,600	-7%	-$141K	0.27%	86
2019 Q3	$1.8M	Sell	35,196 -1,660	-5%	-$84.4K	0.27%	87
2019 Q2	$1.82M	Sell	36,856 -1,264	-3%	-$61.8K	0.27%	88
2019 Q1	$1.82M	Sell	38,120 -1,460	-4%	-$64.9K	0.28%	88
2018 Q4	$1.58M	Sell	39,580 -6,052	-13%	-$262K	0.27%	92
2018 Q3	$2.21M	Sell	45,632 -1,860	-4%	-$87.9K	0.31%	82
2018 Q2	$2.12M	Sell	47,492 -4,400	-8%	-$195K	0.31%	85
2018 Q1	$2.18M	Sell	51,892 -2,060	-4%	-$88.7K	0.31%	85
2017 Q4	$2.19M	Sell	53,952 -3,440	-6%	-$138K	0.3%	90
2017 Q3	$2.15M	Buy	57,392 +360	+0.6%	+$13.2K	0.31%	86
2017 Q2	$1.99M	Sell	57,032 -4,700	-8%	-$165K	0.29%	85
2017 Q1	$2.09M	Sell	61,732 -740	-1%	-$24K	0.31%	81
2016 Q4	$1.88M	Sell	62,472 -1,672	-3%	-$49.9K	0.3%	85
2016 Q3	$1.91M	Buy	64,144 +320	+0.5%	+$9.17K	0.3%	85
2016 Q2	$1.68M	Sell	63,824 -2,420	-4%	-$63.9K	0.26%	96
2016 Q1	$1.8M	Sell	66,244 -732	-1%	-$18.5K	0.28%	91
2015 Q4	$1.79M	Sell	66,976 -1,188	-2%	-$32K	0.27%	92
2015 Q3	$1.69M	Sell	68,164 -820	-1%	-$21.2K	0.28%	99
2015 Q2	$1.8M	Buy	68,984 +420	+0.6%	+$11.3K	0.27%	98
2015 Q1	$1.8M	Sell	68,564 -224	-0.3%	-$5.89K	0.27%	101
2014 Q4	$1.79M	Buy	68,788 +3,720	+6%	+$94.9K	0.27%	99
2014 Q3	$1.64M	Sell	65,068 -2,100	-3%	-$52.5K	0.26%	102
2014 Q2	$1.63M	Buy	67,168 +420	+0.6%	+$9.7K	0.26%	101
2014 Q1	$1.52M	Sell	66,748 -1,240	-2%	-$27.7K	0.26%	105
2013 Q4	$1.5M	Sell	67,988 -20	-0%	-$416	0.26%	98
2013 Q3	$1.34M	Buy	68,008 +1,600	+2%	+$31.1K	0.25%	105
2013 Q2	$1.22M	Buy	+66,408	New	+$1.23M	0.25%	106

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Murphy Capital Management's IYW Position: Q2 2022 in Review

Murphy Capital Management reduced its iShares US Technology ETF (IYW) stake by 4.6% in Q2 2022, selling an estimated $105K and leaving 24,564 shares worth $1.96M. The position accounts for 0.27% of the portfolio, ranked #80.

Murphy Capital Management first reported a position in IYW in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.05M in Q4 2021. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

Murphy Capital Management held 24,564 shares of iShares US Technology ETF worth $1.96M as of Q2 2022.
Murphy Capital Management sold 1,185 iShares US Technology ETF shares in Q2 2022, an estimated $105K.
iShares US Technology ETF made up 0.27% of Murphy Capital Management's portfolio in Q2 2022, its #80 holding.
Murphy Capital Management first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 37 quarters since.
Murphy Capital Management's iShares US Technology ETF position peaked at $3.05M in Q4 2021.
631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.